About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial services / Wealth management.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential Client is hiring a Financial Planning Associate for a 2-year Leadership Development Program that fast-tracks high-performing individuals into advisory and leadership roles. This is a sales-focused, full-time role based in Highland Park, TX that emphasizes client acquisition, measurable KPIs, licensing sponsorship, and a clear path to senior leadership.

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What You’ll Do

• Build and execute a weekly client-acquisition plan (cold outreach, referrals, networking, events)
• Conduct financial strategy meetings and convert prospects into clients
• Maintain and grow a consistent pipeline of qualified prospects
• Generate referrals and deepen client relationships through proactive service
• Track activity and performance against weekly/monthly KPI scorecards
• Build and manage your own book of business and establish centers of influence
• Recruit, mentor, and coach newer advisors as you progress through the LCElite leadership track
• Participate in leadership training and firm-wide strategic initiatives

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Core KPIs & Expectations

• Weekly prospecting activity (calls, meetings, networking touches)
• New client appointments set and held
• Applications submitted and placed (when applicable)
• Monthly / quarterly production and revenue benchmarks
• Client retention and referral generation
• High accountability in a metrics-driven environment

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What We Provide

• Structured 2-year fast track into leadership (LCElite Program)
• Licensing sponsorship (Life & Health, SIE, Series 7 & 63)
• Professional selling skills training and advanced sales coaching
• Leadership Development School and executive mentorship
• Joint-work opportunities with top-performing advisors
• Clear, measurable benchmarks for advancement and promotion

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Compensation

Confidential Client offers two compensation paths so you can align income stability vs. upside:

• Option 1: Monthly stipend + reduced commission/bonuses (income stability during ramp)
• Option 2: Full performance-based compensation (higher commission payouts, uncapped earnings)

Typical first-year range: $45,000–$85,000+ (first-year earnings vary by production and chosen compensation path).

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Who We’re Looking For

• Recent college graduates or early-career professionals eager to build a business
• Highly competitive, sales-oriented, and results-driven individuals
• Entrepreneurial mindset with a desire to lead and scale a team
• Comfortable being measured on performance and KPIs
• Strong communication and relationship-building skills
• Background in business, finance, or sales is a plus (not required)

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Requirements

• Bachelor’s degree preferred but not required
• Ability and willingness to obtain Life & Health, SIE, Series 7 & 63 licenses (sponsorship provided)
• Authorized to work in the U.S.
• Comfortable working in a performance-driven, sales-first environment

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Why Confidential Client

This is a structured, high-accountability opportunity to build long-term wealth by creating and scaling your own advisory practice while receiving training, licensing sponsorship, and a clear promotion path to leadership in approximately two years. If you want performance-based advancement and a defined path to VP-level responsibilities, this role is designed for you.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.